Wallington Asset Management, LLC: 13F holdings
CIK 14267542026Q2
| Positions | 61 |
|---|---|
| Reported value | $813.9m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA Vanguard FTSE Developed Market ETF | 1,249,145 | $89.0m | 10.9% |
| MU Micron Technology Inc. | 43,268 | $49.9m | 6.1% |
| GOOG Alphabet Inc. Class C | 106,437 | $37.6m | 4.6% |
| AAPL Apple Inc. | 127,779 | $37.0m | 4.5% |
| Linde PLC | 70,716 | $36.7m | 4.5% |
| TJX TJX Companies Inc. | 212,637 | $32.2m | 4.0% |
| MSFT Microsoft Corp. | 80,738 | $30.1m | 3.7% |
| GS Goldman Sachs Group Inc. | 29,063 | $29.4m | 3.6% |
| PANW Palo Alto Networks Inc. | 85,800 | $29.3m | 3.6% |
| CMI Cummins Inc. | 34,347 | $24.5m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1426754")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.